Purchases and Sales Made in Q3 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 15, 2024 Q3 2024
Enzi Wealth

Austin, TX
BUY
 -
685
+ 14.04%
$58.1K - $66.5K
5.56K $568K
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
683
+ 9.1%
$57.9K - $66.3K
8.19K $836K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
673
+ 0.3%
$57.1K - $65.4K
228K $23.3M
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
669
New
$56.7K - $65K
669 $68.2K
Oct 15, 2024 Q3 2024
Legacy Financial Group LLC

BUY
 -
667
+ 0.4%
$56.5K - $64.8K
166K $16.9M
Feb 18, 2025 Q3 2024
Keystone Financial Group

BUY
 -
666
+ 18.73%
$56.5K - $64.7K
4.22K $431K
Oct 21, 2024 Q3 2024
Venture Visionary Partners LLC

BUY
 -
661
+ 4.47%
$56K - $64.2K
15.4K $1.58M
Nov 05, 2024 Q3 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
652
+ 3.22%
$55.3K - $63.3K
20.9K $2.13M
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
647
+ 1.76%
$54.8K - $62.8K
37.3K $3.81M
Nov 14, 2024 Q3 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 -
642
+ 25.14%
$54.4K - $62.4K
3.2K $326K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
635
New
$53.8K - $61.7K
635 $64.8K
Nov 07, 2024 Q3 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
634
+ 2.51%
$53.7K - $61.6K
25.9K $2.64M
Oct 23, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
633
+ 6.04%
$53.7K - $61.5K
11.1K $1.13M
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
620
+ 4.84%
$52.6K - $60.2K
13.4K $1.37M
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
620
+ 5.03%
$52.6K - $60.2K
12.9K $1.32M
Nov 14, 2024 Q3 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
599
+ 2.11%
$50.8K - $58.2K
29K $2.95M
Nov 05, 2024 Q3 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
587
+ 18.65%
$49.8K - $57K
3.73K $381K
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
581
+ 15.69%
$49.3K - $56.4K
4.28K $437K
Oct 08, 2024 Q3 2024
Stordahl Capital Management, Inc.

BUY
 -
578
+ 1.18%
$49K - $56.1K
49.6K $5.06M
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
578
+ 5.19%
$49K - $56.1K
11.7K $1.19M
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
578
+ 6.74%
$49K - $56.1K
9.15K $933K
Oct 16, 2024 Q3 2024
Wolff Wiese Magana LLC

BUY
 -
570
+ 96.28%
$48.3K - $55.4K
1.16K $119K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
569
+ 2.16%
$48.2K - $55.3K
26.9K $2.75M
Oct 15, 2024 Q3 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
552
+ 8.87%
$46.8K - $53.6K
6.78K $691K
Nov 14, 2024 Q3 2024
L.M. Kohn & Company

BUY
 -
548
+ 22.8%
$46.5K - $53.2K
2.95K $301K
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
547
+ 2.55%
$46.4K - $53.1K
22K $2.24M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
543
+ 0.67%
$46K - $52.7K
82.1K $8.37M
Nov 12, 2024 Q3 2024
Clear Investment Research, LLC

BUY
 -
542
+ 4.25%
$45.9K - $52.6K
13.3K $1.36M
Nov 12, 2024 Q3 2024
Investors Research Corp

BUY
 -
522
+ 126.39%
$44.2K - $50.7K
935 $95.4K
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
500
+ 0.75%
$42.4K - $48.6K
66.8K $6.81M
Nov 08, 2024 Q3 2024
Staley Capital Advisers Inc

BUY
 -
500
+ 9.93%
$42.4K - $48.6K
5.53K $565K
Nov 13, 2024 Q3 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
498
+ 338.78%
$42.2K - $48.4K
645 $65.8K
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
478
+ 2.94%
$40.5K - $46.4K
16.7K $1.71M
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
474
+ 130.22%
$40.2K - $46K
838 $85.5K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
460
+ 8.87%
$39K - $44.7K
5.65K $576K
Oct 31, 2024 Q3 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
454
+ 0.67%
$38.5K - $44.1K
68.4K $6.98M
Nov 12, 2024 Q3 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
448
+ 2.52%
$38K - $43.5K
18.2K $1.86M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
444
+ 2.82%
$37.6K - $43.1K
16.2K $1.65M
Feb 10, 2025 Q3 2024
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
444
+ 0.17%
$37.6K - $43.1K
264K $26.9M
Oct 07, 2024 Q3 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
441
+ 13.65%
$37.4K - $42.8K
3.67K $374K
Nov 08, 2024 Q3 2024
Bellwether Advisors, LLC

BUY
 -
441
+ 2.6%
$37.4K - $42.8K
17.4K $1.78M
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
439
+ 0.53%
$37.2K - $42.6K
83.9K $8.56M
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
438
+ 1.39%
$37.1K - $42.5K
32K $3.27M
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
432
+ 8.1%
$36.6K - $42K
5.76K $588K
Nov 12, 2024 Q3 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
420
+ 14.71%
$35.6K - $40.8K
3.28K $334K
Nov 14, 2024 Q3 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
419
+ 10.43%
$35.5K - $40.7K
4.44K $452K
Nov 07, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
415
+ 3.56%
$35.2K - $40.3K
12.1K $1.23M
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
405
+ 1.09%
$34.3K - $39.3K
37.4K $3.82M
Oct 25, 2024 Q3 2024
Fiducient Advisors LLC

BUY
 -
381
+ 2.5%
$32.3K - $37K
15.6K $1.59M

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